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Goldstein Munger & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Goldstein Munger & Associates’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2.87M Hold
15,964
– – 0.94% 15
2022
Q2 		$3.01M Hold
15,964
– – 0.91% 15
2022
Q1 		$3.63M Sell
15,964
-250
-2% -$56.2K 0.94% 15
2021
Q4 		$3.92M Hold
16,214
– – 0.99% 14
2021
Q3 		$3.6M Sell
16,214
-1,300
-7% -$296K 0.97% 14
2021
Q2 		$3.9M Sell
17,514
-50
-0.3% -$10.9K 1.03% 14
2021
Q1 		$3.63M Sell
17,564
-75
-0.4% -$15.2K 1.01% 14
2020
Q4 		$3.43M Buy
17,639
+170
+1% +$31.1K 1.01% 14
2020
Q3 		$2.98M Hold
17,469
– – 1% 16
2020
Q2 		$2.73M Buy
17,469
+4,023
+30% +$593K 1.03% 15
2020
Q1 		$1.73M Sell
13,446
-24
-0.2% -$3.71K 0.85% 15
2019
Q4 		$2.2M Buy
13,470
+8
+0.1% +$1.25K 0.9% 16
2019
Q3 		$2.03M Sell
13,462
-3,027
-18% -$456K 0.9% 16
2019
Q2 		$2.48M Sell
16,489
-85
-0.5% -$12.5K 1.08% 15
2019
Q1 		$2.4M Sell
16,574
-33
-0.2% -$4.6K 1.05% 16
2018
Q4 		$2.12M Buy
16,607
+12,675
+322% +$1.75M 1.04% 16
2018
Q3 		$591K Hold
3,932
– – 0.25% 25
2018
Q2 		$552K Hold
3,932
– – 0.23% 26
2018
Q1 		$534K Hold
3,932
– – 0.23% 26
2017
Q4 		$540K Hold
3,932
– – 0.23% 26
2017
Q3 		$509K Hold
3,932
– – 0.23% 25
2017
Q2 		$489K Hold
3,932
– – 0.23% 25
2017
Q1 		$477K Buy
+3,932
New +$471K 0.21% 28

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldstein Munger & Associates's VTI Position: Q3 2022 in Review

Goldstein Munger & Associates held its Vanguard Total Stock Market ETF (VTI) position steady in Q3 2022 at 15,964 shares worth $2.87M. The position accounts for 0.94% of the portfolio, ranked #15.

Goldstein Munger & Associates first reported a position in VTI in Q1 2017 and has held it in 23 quarters since. The position peaked at $3.92M in Q4 2021. 2,144 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

  • Goldstein Munger & Associates held 15,964 shares of Vanguard Total Stock Market ETF worth $2.87M as of Q3 2022.
  • Goldstein Munger & Associates left its Vanguard Total Stock Market ETF share count unchanged in Q3 2022.
  • Vanguard Total Stock Market ETF made up 0.94% of Goldstein Munger & Associates's portfolio in Q3 2022, its #15 holding.
  • Goldstein Munger & Associates first reported a position in Vanguard Total Stock Market ETF in Q1 2017 and has held it in 23 quarters since.
  • Goldstein Munger & Associates's Vanguard Total Stock Market ETF position peaked at $3.92M in Q4 2021.
  • 2,144 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.